TransactionPlan: Online Documents

This webinar is going to review all the different ways you can work with Online Documents in TransactionPlan.

You can store a wide variety of Documents in TransactionPlan. Some of your Documents will be related to specific transactions. Some of your online documents will be related to Agents or Clients that have contracts you want to store. Also, you may have a library of Contract templates that you want to have available to Agents.

In this webinar we are going to cover where all these different types of documents are stored… and where and how you can access documents once they are online. We will go over loading documents by sending them into TransactionPlan as attachments to email – or thru uploading them within TransactionPlan.

If this webinar is appropriate for your Staff, please pass this invitation on to them so that they can attend.

Title: TransactionPlan: Online Documents
Date: Tuesday, December 10th, 2013
Time: 1:00 PM – 2:00 PM EST

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